Personal Finance Advice and Commentary

Thursday, July 02, 2015 9:52 am
By Dr. Don Taylor ·

Consumers tend to think of investment professionals when they think of money management, but there’s more to managing your personal wealth than putting together an investment strategy aligned with your life goals and financial needs.

Tuesday, June 30, 2015 3:32 pm
By Jennie L. Phipps ·

Now that same-sex marriage is legal everywhere, it is important for couples to take another look at their retirement planning.

Thursday, March 26, 2015 12:33 pm
By Jennie L. Phipps ·

You can’t take it with you, but you can make a good plan for leaving your wealth to the right people.

Tuesday, March 03, 2015 6:00 pm
By Dr. Don Taylor ·

Along with both spouses being able to handle the family’s finances, it’s also important to put together a listing of accounts, insurance policies, health care directives, powers of attorney and wills.

Monday, November 24, 2014 9:00 am
By Jean Chatzky ·

What happens if something happens to you? You’ve done your job only if you’ve put a protection plan in place.

Tags: news, wills
Wednesday, July 16, 2014 7:05 am
By Dr. Don Taylor ·

It’s better to come to grips with an eventuality by looking at the basics of estate and life planning.

Wednesday, February 26, 2014 6:05 am
By Judy Martel ·

Being rich and famous doesn’t make you immune to tax and estate planning troubles.

Wednesday, July 20, 2011 3:59 pm
By Jennie L. Phipps ·

Gay couples who say “I do” in New York and the five other states that have legalized same-sex marriage should also quickly consider retirement planning, because the financial implications of a same-sex partnership are more complex than they are for conventional marriages. Anna Pfaehler, a CFP with Palisades Hudson Financial Group in Scarsdale, N.Y., offers